Location
NORWICH
Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref88035
Investment Managers Assistant
Norwich
Salary: Up to £35,000, depending on experience
A long-established and highly regarded investment management firm based in Norwich is seeking a proactive and highly organised individual to join their team as an Investment Managers Assistant.
This is an excellent opportunity to become part of a firm known for delivering tailored investment solutions and a strong client-focused approach. The successful candidate will support one or more Investment Managers, ensuring the highest standards of service are upheld across all client interactions.
Key Responsibilities:
1. Provide administrative and operational support to Investment Managers
2. Assist in the preparation of client reports, investment reviews, and presentations
3. Maintain accurate and up-to-date client records in line with regulatory standards
4. Liaise with clients, custodians, and internal departments to support day-to-day investment operations
5. Monitor and respond to client queries in a timely and professional manner
6. Help coordinate account openings, transfers, and related documentation
Key Requirements:
7. Previous experience in financial services or a similar administrative role
8. Excellent organisational and communication skills
9. High attention to detail and the ability to manage multiple tasks under pressure
10. Proficiency in Microsoft Office and familiarity with CRM or investment platforms
11. A professional and discreet approach to handling sensitive information
12. Progress toward relevant industry qualifications (e.g. CISI) is advantageous but not essential
This role offers a supportive working environment with opportunities for professional development. It is ideal for someone looking to build a career in investment management through a hands-on support role.